Sheets Smith Wealth Management, Inc. is an SEC-registered investment advisor founded in 1982 by John Sheets and William (Bill) Smith in Winston-Salem, NC. The firm specializes in providing professional financial services to individuals, families, foundations, endowments, and retirement plans. Their services include investment management, wealth preservation strategies, financial planning, retirement planning, cash flow analysis, and estate and gift planning. The firm tailors asset allocation and investment strategies to each client's needs, considering factors like risk tolerance and investment time horizon. Clients may impose investment restrictions, and the firm acts as a sub-advisor to Carolina Financial Advisors, Inc., focusing on equities through stocks and mutual funds. Sheets Smith Wealth Management charges fees based on assets under management, typically between 0.5% and 1% annually. The firm does not charge performance-based fees and is a "fee only" advisor. Clients are required to have a minimum of $500,000 in investable assets. The firm's investment strategies include a mix of stocks, bonds, cash reserves, real estate, and other investments. Sheets Smith Wealth Management has ownership in an affiliated registered investment advisor, Sheets Smith Investment Management, LLC, and all assets under management are discretionary. The firm has a Code of Ethics to ensure compliance and transparency in its operations. Clients receive regular account reviews and performance reports, and the firm has custody of client funds at Schwab Institutional. Sheets Smith Wealth Management accepts discretionary authority to manage client accounts and has proxy voting authority for client securities.

Timonier Family Office, Ltd., operating as Timonier, is a North Carolina-based firm specializing in providing discretionary and non-discretionary wealth management services to various clients, including individuals, families, trusts, estates, endowments, charitable organizations, and business entities. Established in 1997 as Baker Capital Advisors and reorganized in 2009, Timonier offers comprehensive financial planning, asset management, tax planning, and estate planning services. The firm operates on a fee-only basis, eliminating conflicts of interest, and acts as a fiduciary, prioritizing clients' interests. Timonier's investment philosophy focuses on a holistic, multi-generational approach to wealth management, creating tailored financial plans based on clients' objectives and risk tolerances. The firm's investment strategies include a range of securities and investments, such as equity securities, mutual funds, and real estate investment trusts. Timonier requires an initial investment of $1,000,000 for wealth management clients, with potential waivers based on individual circumstances. The firm also offers retirement plan investment advisory services, including fiduciary services, model portfolios, and participant education. Timonier's fee structure is transparent, with fees based on a percentage of assets under management. The firm does not charge performance-based fees and provides investment discretion for wealth management clients. Timonier's team includes experienced professionals with various certifications, such as Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA). The firm's Chief Compliance Officer oversees all supervisory duties, ensuring compliance with regulations and ethical standards. Timonier's investment advisors continuously monitor client portfolios, providing regular reviews and communication. The firm does not compensate for client referrals and does not have custody of client funds or securities, which are held by independent custodians. Timonier's investment philosophy emphasizes diversification, asset allocation, and long-term financial planning to address clients' evolving needs and goals.

Three Magnolias Financial Advisors, LLC, based in Winston-Salem, North Carolina, was established in 2009, succeeding Hunt Collins & Associates founded in 2001. The firm specializes in financial planning, portfolio management, and consulting services. Clients undergo a comprehensive initial consultation to establish financial goals and risk tolerance levels. Financial planning services cover areas such as estate planning, retirement planning, and investment portfolio design. Portfolio management involves developing an Investment Plan tailored to each client, with investments primarily in mutual funds, ETFs, annuities, REITs, and stocks/bonds. Clients can grant discretionary or non-discretionary authority for managing their portfolios. Fees are charged based on a percentage of assets under management, with a minimum portfolio value of $100,000 and minimum annual fees of $1,000. Three Magnolias does not have performance-based fees or side-by-side management. The firm serves various clients, including individuals, pension plans, corporations, trusts, and charitable organizations. Investment strategies include long-term and short-term purchases, with a focus on risk management. The firm does not vote on client securities proxies and does not require prepayment exceeding $1,200 per client. Clients receive regular account reviews and statements from the custodian, primarily Schwab.

Cassia Capital Partners LLC is a registered investment advisor based in Winston Salem, NC, established in October 2011. The firm specializes in offering investment management, financial consulting, and related advisory services to individuals, high net worth individuals, trusts, estates, endowments, foundations, and business entities. The firm operates as a Limited Liability Company (LLC) and is owned and operated by James R. Helvey III and Charles D. Barham III. Cassia acts as a fiduciary to its clients, providing customized discretionary investment management solutions primarily focused on long-term investment goals. The firm's investment strategy includes constructing portfolios using exchange-traded funds (ETFs), mutual funds, hedge funds, and private equity investments tailored to meet clients' objectives. Cassia may also utilize individual stocks and bonds based on clients' needs. The firm offers portfolio management services, advisory-only investment services for institutional clients, sub-advisory services, and consulting services. Clients can place reasonable restrictions on the types of investments in their portfolios, subject to the advisor's acceptance. Cassia's fee structure for advisory services is based on a percentage of assets under management, ranging from 1.00% to 0.50%, with certain clients offered a flat fixed rate. The firm does not participate in performance-based fees or soft dollar programs. Clients' accounts are reviewed at least annually, and the firm does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The firm's team includes James R. Helvey III, Charles D. Barham III, and Andrew R. Miller, who serve as Managing Partners and Financial Advisor, respectively. The team is committed to providing transparent and ethical services to clients, with a focus on safeguarding clients' personal information and maintaining a fiduciary standard of care.